See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,026 | $99,652-53.8% | $78,778-41.6% | $147,584-68.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.18% | 47.28%-31.1pp | 35.62%-19.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $656 | $2,796-76.5% | $1,986-67.0% | $4,876-86.5% |
| Participant deferral / active EE | $1,291 | $3,664-64.8% | $2,958-56.4% | $5,439-76.3% |
| Admin fee / account holder | $120 | $7,155-98.3% | $5,134-97.7% | $10,885-98.9% |